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Managing statuses for contact records

You may activate or deactivate statuses at anytime. You also create new statuses whenever you would like. 

To manage statuses:
  1. Log in to VolunteerMatters as an administrator
  2. Navigate to SetupContact Statuses
  3. Click the edit icon next to the "Status" (that is the default name - this may have been modified)
To create a new status:
  1. Click "new"
  2. Fill in the name, description, display order, check the active box to make the status available for use
  3. Click "Add"
To edit a current status:
  1. Click the "edit" icon next to the status in the list you wish to edit.
  2. Fill in the name, description, display order, check the active box to make the status available for use
  3. Click "Update"
Note that a status will only be visible and usable throughout the system if the "Active" check box is checked. You can deactivate a status by following the instructions above and unchecking the "Active" checkbox before saving it.
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